Event statuses & tags

Band Pencil gives you two powerful ways to organise events:

  • Event Statuses – to track where an event is in your booking pipeline
  • Event Tags – to add flexible labels that let you drill down further

They are designed to be used together, not instead of one another.


Event Statuses

Band Pencil offers ten event statuses to help you keep your pipeline organised. You’re free to use them in whatever way best suits your workflow. These are set into Band Pencil (so you can't edit them).

Phase Status What it Means
New Lead Enquiry A new gig request has landed - either a direct booking enquiry or one captured via the lead capture form.
Proposal Offer Made You’ve sent the quote to the client/promoter and are waiting for their go-ahead.
  Offer Accepted The client or promoter has agreed to your terms, time to prepare the contract and logistics.
Pre-Booking / Details Pending Confirmation Still waiting on final sign-off from the promoter, venue or other suppliers (sound, lighting, catering, etc.).
  Pending Members You’re finalising which performers or crew will be on the line-up for this event.
  Awaiting Confirmation All terms are agreed - now you’re nailing down set times, travel plans, equipment lists and so on.
Confirmed Confirmed Contracts are signed, deposits are in, line-up is locked and the gig is in your diary, nothing further to organise.
Unsuccessful Not Won You didn’t land this booking (e.g. the client/promoter chose another vender).
  Withdrawn The client/promoter pulled the event before any formal offer was sent.
  Cancelled A confirmed booking was called off—whether due to client/promoter changes, venue issues or force majeure.

Statuses should reflect progress. If you need more detail than a single status can provide, that’s where tags come in.


Event Tags

Event Tags let you add extra context to your events without changing their status. Use statuses to track progress through your booking pipeline. Use tags to categorise, group and analyse your events

Think of statuses as “where is this booking at?”
Think of tags as “what kind of event is this?”


What are tags designed for?

Tags can represent anything you find useful, such as:

  • Wedding / Corporate / Festival
  • High value
  • Travel required
  • Outdoor
  • AV needed
  • Last-minute booking
  • Waiting on deposit

You can apply multiple tags to the same event, giving you much finer control when searching and reporting.


Adding Tags to an Event

To add a tag to an event:

  1. Open the event
  2. Click the + next to the Tags section
  3. Select an existing tag or
  4. Type a new tag name to create it instantly

Once added, the tag will appear on the event page.


Where tags appear

Tags are visible in:

  • The event page – so you can see key details at a glance
  • Events Overview – making it easy to filter and search

Managing tags

All tags are managed from the Settings page.

From here you can:

  • Add new tags
  • Edit existing tags
  • Delete tags you no longer need

⚠️ Important: If you delete a tag from the Settings page, it will be removed from every event that currently uses that tag. This action cannot be undone.


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